Brandon Pendleton Email & Phone Number

Hamden, CT, US

Stamford, Connecticut, United States

• Assisted with the implementation of firmwide software transition to Oracle Fusion FCCS andPBCS, overseeing the development of report functionality and assisted with financial modeldevelopment.
• Partnered with RPA team to develop bot software that reduces 1000+ annual man-hours spent onmanual, consistent tasks using Python and Automation Anywhere.

Dallas, Texas, United States

• Conducted ad hoc financial analyses on client ROI from partnership structures in investment funds exceeding $30mm
• Assembled K-1 tax returns for LP clients partnered with GP investment portfolios by determining tax liabilities

New York, New York, United States

• Modeled complex debt instruments and equity worth $5 – $300mm for institutional investor portfolios using DCF, comparable companies, and precedent transactions analyses
• Analyzed financial statements, credit agreements, and CapIQ market stats to update financial model inputs across multiple valuations
• Assembled valuations reports and executive summaries of portfolio companies for investor presentations

Stamford, Connecticut, United States

• Finance Development Rotational Program Internship, summer rotation with the Gartner Transfer Pricing team within the Tax unit
• Modeled business segment valuation for an approximately $300mm IP transfer: DCF, comparable companies, and relief-from-royalty method
• Presented key valuation findings to upper management, showing increased valuation range of $150 – 800mm for individual international subsidiaries as a result of interest rate movements

Mckinney, Texas, United States

• Evaluated claims processes and software for accurate financial calculations, total workload balancing, and transaction execution
• Conducted new software testing for processing efficiency and accuracy; software implementation increased processing output and phased out unnecessary processes
• Managed training for examiners in operating functions across multiple jobs; resulted in decreased backlog of claims and increased working efficiency
• Developed a renewed strategy and… Show more
• Developed a renewed strategy and process for organizing monetary issuance; enhanced monetary issuance and decreased process redundancies adjudicated greater process efficiency Show less

Mckinney, Texas, United States

• Conducted customer interviews to facilitate insurance underwriting
• Coordinated with team to manage application queues, decreasing backlogs by approximately 50%
• Facilitated the training and development of newly onboarded team members, ensuring increased productivity and more cohesive team dynamics
• Assisted sales team by cross-selling products to interviewees, achieving higher sales and greater customer engagement

Irving, Texas, United States

• Assessed business line controls for efficiency; resulted in a refined sales and financial strategy, and tightened production metrics for stronger product output
• Evaluated company plant operations for performance and established clear metrics for production; resulted in decreased waste and greater production efficiency
• Analyzed company financial and sales data for key performance indicators and developed a revamped sales strategy; implementation led to higher profit margins and… Show more
• Analyzed company financial and sales data for key performance indicators and developed a revamped sales strategy; implementation led to higher profit margins and greater market share
• Developed strategy for contractor and vendor management; resulted in increased vendor awareness and decreased vendor spend Show less